show episodes
 
Welcome to Power Your Research w/ Dr. Sheena Howard, hosted by professor, author, TEDx speaker, ghostwriter, and academic brand expert Dr. Sheena Howard. On this podcast, you'll hear how to build a big brand, build a community, and leave a legacy, as well as the many failures and lessons Dr. Howard is learning on her path from building a 6-figure business to $1M in net worth.
  continue reading
 
Artwork

1
Unfiltered Finance

Symmetry Partners, LLC

Unsubscribe
Unsubscribe
Kuukausittain
 
Welcome to "Unfiltered Finance," a podcast created by Symmetry Partners, LLC, an investment firm in Glastonbury, Connecticut. As part of our commitment to clients, this new media offering is designed to proactively address questions, and concerns, around a variety of investment-based topics. Your time, attention, and trust are paramount to our success, and, we’re grateful for it. As always, we’re invested in your goals. Symmetry Partners, LLC, is an investment adviser registered with the Sec ...
  continue reading
 
Loading …
show series
 
Send us a text Listen as I break down practical tips for crafting compelling outreach messages that prioritize the needs of those you aspire to work with. Discover why playing the long game—building trust, community, and credibility—is crucial before attempting to sell your services. Follow Dr. Sheena Howards' socials: @drsheenahoward | Power Your …
  continue reading
 
Send us a text Ever wonder why some of the brightest minds in academia struggle to make it in the entrepreneurial world? Learn why firsthand experience is the game-changer that can elevate your credibility and authenticity when it comes to selling. Follow Dr. Sheena Howards' socials: @drsheenahoward | Power Your Research…
  continue reading
 
Send us a text What if you could navigate through every opportunity with absolute clarity and say goodbye to distractions forever? Join Dr. Sheena Howard on this transformative episode of Power Your Research, where she shares her invaluable insights on aligning opportunities with your personal brand statement. Dr. Howard elaborates on the significa…
  continue reading
 
Send us a text Are you ready to transform your academic journey and build a personal brand that extends beyond the ivory tower? In this episode, we unlock the secrets to empowering your academic branding and mindset, offering invaluable insights for PhDs eager to turn their expertise into financial success. Discover the pivotal role of internal val…
  continue reading
 
Send us a text Dr. Howard interviews on John Azonis's podcast HESU, which is about how higher ed marketers can tell better stories. In this episode, she opens up about the common fears and imposter syndrome that plague many academics and offers actionable advice to overcome these barriers. They delve into the nuts and bolts of building a lasting pe…
  continue reading
 
Send us a text Are you tired of spending countless hours on content creation? We'll teach you three game-changing strategies to enhance your content creation process, from generating compelling LinkedIn posts to producing insightful blog content. These tips will not only save you time but also ensure your content consistently resonates with your au…
  continue reading
 
Send us a text Ready to transform your passion into a thriving subscription community? Learn how to effectively build and maintain a Patreon community that not only supports but surpasses traditional income streams. Follow Dr. Sheena Howards' socials: @drsheenahoward | Power Your ResearchKirjoittanut Dr. Sheena Howard
  continue reading
 
Send us a text Are you tired of hitting a wall every time you think about your next social media post? Discover five actionable strategies to keep your content fresh and engaging in this episode of Power Your Research. Don't let content block hold you back any longer. Dr. Sheena Howard shares her tried-and-true methods, including the power of recyc…
  continue reading
 
Send us a text Are you struggling with imposter syndrome, undervaluing your time, or hesitant to increase your prices for speaking engagements? Discover how to break free from these mindset barriers and unlock your full potential in our latest episode. In addition, we tackle the often intimidating world of social media, explaining why it's an essen…
  continue reading
 
Send us a text What if your academic journey didn't have to follow a straight path to be meaningful and impactful? Join us for an inspiring conversation with Dr. Sheena Howard, a creative entrepreneur and professor of communication at Rider University, who shares her unique journey from marketing and graphic design to earning a PhD in intercultural…
  continue reading
 
Send us a text Ever wondered how to turn academic success into real-world influence and financial stability? In this episode, we tackle the often-overlooked issue of undervaluing one's expertise as an academic. Follow Dr. Sheena Howards' socials: @drsheenahoward | Power Your ResearchKirjoittanut Dr. Sheena Howard
  continue reading
 
Send us a text Discover why mimicking someone else's online presence won't work, and learn how to find a platform that fits your lifestyle. Dr. Howard highlights the importance of thinking like an entrepreneur, investing in yourself, and building the necessary skills to carve your unique path. Follow Dr. Sheena Howards' socials: @drsheenahoward | P…
  continue reading
 
Send us a text What if you could break free from the comfort zone of academia and truly achieve your personal and professional dreams? Get ready to discover actionable strategies to replace time-wasting habits, like scrolling through social media, with productive tasks that propel you toward your goals. In this episode, I challenge you to embark on…
  continue reading
 
Send us a text In this episode, Dr. Sheena Howard shares her personal journey of converting her dissertation into an award-winning book, "Black Comics: Politics of Race and Representation." Learn a practical, collaborative method that not only eases your workload but also enriches your content by involving other scholars and practitioners. This app…
  continue reading
 
Welcome to the series finale! After more than six years, we are concluding the Unfiltered Finance podcast. It has been our sincere pleasure to inform both our investors, and financial advisors with this offering. Joining our host Tom Romano, for this proverbial curtain call, is Casey Dylan, Consultant from Story Market Services & the original host …
  continue reading
 
Welcome to part two of our podcast episode - "Navigating Global Markets". Many investment professionals believe it is imperative for investors to globally diversify their portfolios, and not put all of their proverbial eggs into one basket. We are joined by Symmetry's Brendan Kruh, Investment Associate, to conclude our discussion on the necessity o…
  continue reading
 
With recent turmoil in the Middle East, the continued war in Ukraine, and global inflation, investors want their portfolios to feature more U.S. stocks. After all, domestic investments have performed well as of late. In this episode of Unfiltered Finance we are joined once again, by Symmetry's Brendan Kruh, Investment Associate, for a discussion on…
  continue reading
 
Rising oil prices have animated market participant’s fears of reinvigorated inflation pressures, increasing the chances that the Federal Reserve will impose more interest rate hikes. Join Casey Dylan, CIMA®, Investment Communications Strategist (Consultant), and Tom Romano our Head of Strategic Relationships & Product Development, for a detailed re…
  continue reading
 
Markets were off to one of the best start in decades during the first half of 2023—then came the third quarter. The Federal Reserve resumed increasing rates, bringing them to a 22-year high at the Federal Open Market Committee (FOMC) meeting at the end of July. This led to ongoing elevated interest rates through August, pushing bond yields higher a…
  continue reading
 
"KEEP CALM AND CARRY ON." Not only is this a beloved motto, it's also a great rule of thumb for maintaining your portfolio allocations. Once again, we are joined by Symmetry's Brendan Kruh, Investment Associate, and Eide Bailly Wealth’s Brett Myer, CFA, CIMA®, Investment Strategy Director. In this second of two episodes, we'll be discussing why you…
  continue reading
 
Once again, investors are faced with the same debate. Should I invest my money in large scale growth companies (e.g. Apple, Google), or, should I keep faith in the little guy and invest in some smaller companies (that seem poised to grow over time)? In this episode of Unfiltered Finance, we are thrilled to host not just one, but two special guests;…
  continue reading
 
There is risk involved in trying to time markets. We believe it's best to apply multiple decades of research when making investment decisions. Today we are joined by Symmetry's Dr. John B. McDermott, Executive Director of Investments, to conclude our discussion about Evidence-Based investing. This episode will feature a detailed overview of the res…
  continue reading
 
This week, we work to define evidence-based investing, and explain some of the potential benefits of using this strategy. In part one of this two-part episode, our own Tom Romano, Head of Strategic Relationships and Product Development, is joined by Dr. John B. McDermott, Executive Director of Investments, for a historical retrospective on this fas…
  continue reading
 
In this final installment discussing Q2 of 2023, we dive into current events, and their potential effects on the Stock Market. Our hosts, Tom Romano, Head of Strategic Relationships & Product Development and Casey Dylan, CIMA®, Consultant sit down for a discussion of the "magnificent seven" growth stock winners, the current state of inflation, inte…
  continue reading
 
Despite a somewhat lackluster April and May, equities markets ended one of the better first halves of a year in quite some time by the end of June. The Nasdaq, S&P 500, and Dow were up 32.32%, 16.89%, and 4.94% for the year, respectively. It was the Nasdaq’s best first half of a year since 1983, primarily due to growth in tech stocks driven by the …
  continue reading
 
Two weeks ago, we held another successful week of AdvisorFest - an annual, week-long live-streaming event where we cover some of the most pressing issues Financial Advisors are presently facing. This year, we decided to host a live panel discussion about the experiences women have when creating long-term financial plans, and asserting an equal amou…
  continue reading
 
Today we conclude our discussion on women investors from AdvisorFest 2023. Symmetry's Andrea Loin, Associate Director of Marketing, leads a discussion along with financial advisors Diana Bacon, CFP®, CDFA®, MBA, and Joyce Bloomquist, CDFA® of Apella Wealth, on some of the critical factors, and life experiences, that should be incorporated into a wo…
  continue reading
 
Financial Advisors don't work for free. Depending on how their practice is structured, investors will be charged an assortment of fees for a financial advisor's services. In this episode of Unfiltered Finance, we are joined by JT Lavery, Symmetry's Associate Director of National Sales, to discuss how fees are structured and how advisors can work to…
  continue reading
 
Alternative Investments are not just "cool" or intriguing products to own. In truth, they have the potential to help you endure tumultuous markets. In this episode, we are joined once again by Philip McDonald, CFA, CAIA, Managing Director of Research Investments & Portfolio Manager, to discuss how Alternative Investments can mitigate risk in your p…
  continue reading
 
Today, we talk about an area of the market that many people have heard of, but haven’t chosen to invest in as of yet. Specifically, we’re talking about “Alternative Investments” - investment strategies that are different from and diversifying to, traditional asset classes. In this first half of this two-part episode, our own Tom Romano is joined by…
  continue reading
 
Stories of historically atypical interest rate hikes, and multiple bank failures, concerned many advisors in the early days of 2023. Join us for the second (and final) part of our discussion with Casey Dylan, CIMA®, Consultant, and the host of Unfiltered Finance, Tom Romano, Head of Strategic Relationships, as we discuss some of the more prominent …
  continue reading
 
The sudden failure of Silicon Valley Bank in March jostled investors' confidence in the market. But, the overall performance of various tech stocks in Q1, such as Tesla, Meta, Alphabet, Amazon, Salesforce, AMD, and Broadcom, served to revive optimism for the stock market's near future. Join Casey Dylan, CIMA®, Consultant, and our host Tom Romano, H…
  continue reading
 
Not all financial advisors are created equally. Some have certified credentials, some charge their clients fees, and others may get paid on commission (if they offer investment products). In part two of this podcast episode, our own Tom Romano, Head of Strategic Relationships and Product Development, is joined by Symmetry’s Michael Storer, Senior R…
  continue reading
 
As financial professionals, we’re often asked one simple question: “do you know what I should buy right now?” In truth, we don’t believe it’s possible to successfully predict market behaviors most of the time. But, we do believe that a qualified financial advisor can help you devise a plan for long-term success. In this episode of Unfiltered Financ…
  continue reading
 
In our last episode, we discussed the importance of a portfolio’s asset allocation, and, how that relates to “Reducing Your Tax Bill”. In part two of this episode, we are joined once again by Symmetry’s Managing Director of Research and Investments, Philip McDonald, CFA, CAAIA & Glenn Shirley, CAIA, Head of Investor Relations for Quantinno Capital …
  continue reading
 
The “Tax-Man” cometh! As this tax season proceeds ever forward, many investors are asking themselves the same question - “am I going to take a large tax-hit this year?” We cannot say how much you’ll be taxed on your present investments. But, we believe it’s possible to structure your portfolio in a manner that mitigates tax-loss, and, leaves more m…
  continue reading
 
Government bonds saw one of the single greatest drops since their inception and international stocks were adversely affected by foreign conflicts. It was a challenging year to say the least. But, we firmly believe that a well-researched strategy of diversification (across asset classes of all types) can help investors endure these down market perio…
  continue reading
 
For most investors, 2022 has felt like a “terrible, horrible, no good, very bad” year. International conflict, inflation, and historically paced interest rate hikes, have made this a challenging year for markets. While finishing the quarter with positive returns, the gyrations of markets in the fourth quarter did little to assuage investors’ genera…
  continue reading
 
While the efficient market hypothesis was derived from historical studies, we firmly believe that it is still applicable to our current approach to long-term investment planning. We are once again joined by Symmetry’s Brendan Kruh, Research Associate, to talk about current events such as, inflation, rising interest rates, the present war in Ukraine…
  continue reading
 
Investors, and active money managers, rarely outperform capital markets on their own. The data to prove this point is both ubiquitous and vast. We believe that markets are efficient, and investors are best served with a well-diversified portfolio that owns the market for decades a time. In this episode of Unfiltered Finance, we are joined by Symmet…
  continue reading
 
Open-ended Mutual Funds and Exchange Traded Funds are both popular investment vehicles. They carry a number of similarities, including; their "basket-like" structure, and exposure opportunities. But, there are critical differences between the two, which, can impact the way you invest your hard earned money. Joining our own Tom Romano is Symmetry’s …
  continue reading
 
No investor wants to work with a financial advisor who is content with settling for less. In this episode of Unfiltered Finance, our own Tom Romano is joined by Symmetry’s Associate Director of Marketing, Andrea Loin, to explain why, and how, financial advisors should work to continuously develop their businesses. We’ll give you a hint, it can impr…
  continue reading
 
Loading …

Pikakäyttöopas